Perth-based financial advice firm The Wealth Designers is looking to ‘seize the opportunity’ of national expansion across Australia, as the firm looks to open new offices...
Dirigere Advisory, a Victorian boutique financial advice licensee, has relaunched with a new operating model that aims to better meet the needs of its advisers, including...
Wealth Data has recorded a “very encouraging” 18 advisers joining the financial advice industry this week, with over three-quarters joining as new entrants....
A director at the Financial Advice Association Australia and a former superannuation chief executive are among recipients of this year’s Australia Day honours. ...
Over 200 advisers left Insignia in the three months to 31 December with the largest decline seen in the self-employed division, while its new advice operating model is ex...
JANA has been chosen as the investment adviser for a national financial advice firm, its second appointment this month. ...
With more than one in three consumers unable to identify a single benefit of financial advice, the industry has been urged to better articulate the positive impact of see...
ASIC has cancelled the AFSL of a Sydney-based financial advice firm, its first licence cancellation of the new year. ...
Confidence in retirement has weakened in Australia rather than strengthened, according to the latest Global Retirement Reality Report from State Street, but over a third ...
ASIC commissioner, Alan Kirkland, has told Money Management that licensees and financial advisers could be in breach of the law and face civil penalties if they fail to m...
Almost 6,000 financial advisers have just two weeks to register with ASIC if they wish to continue to provide advice with the FAAA warning “a lot is at stake” if they rem...
As the year comes to a close, Money Management has collated the top 10 most read stories of 2023 – from super fund performance to financial advice reforms....
Two Professional Year candidates have shared their thoughts with Money Management on ASIC’s proposed changes to the financial advice exam and what it will mean for their ...
Over half of Australians hope to live to 100 years, according to MetLife, and 90 per cent believe retirement should be redefined to account for a longer lifespan....
A Gold Coast financial adviser who guaranteed his clients annual 8 per cent returns has been permanently banned from providing any financial services....
FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...
The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...
I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...